I-SHARE ALMA PRIMO VE OFFICE HOURS WILL START SHORTLY

Welcome!

Office Hours will start at 2pm and run until 3pm

Please mute your microphone

As time permits, we will respond to questions typed in the chat box, and offline afterwards, as needed

This session will be recorded and made available on the CARLI website both as PDF slides and as a recording, with live links to all referenced resources

Open Office Hours 10/24/2019 Agenda• Test Environments Delivered

• Phase 1: Data Review, through 11/6• Reporting Problems

• Network Zone Refresher• Upcoming Training - Live Webinars

• Sandboxes available• Your Questions

TEST ENVIRONMENTS DELIVERED

Test Environments Delivered

• Box Folder: XXX Test Load Delivery• XXX Alma Test Load Delivery Letter.docx

• One shared Alma login for staff for Phase 1 data review period from Oct.23 - Nov.6

• Statistical reports from Voyager data extract, Link Resolver export(s), and Alma data migration

DATA REVIEW

Data Review: A Refresher

• Are all data present?

• Are the data correct?

• Was my understanding of how the data were going to being processed correct?

Phase 1: Oct.23 - Nov.6• Check test cases in your

Data Migration Review worksheet

• Perform a general review• Report problems to CARLI

at support@carli.illinois.edu• Leave data and

configurations exactly as they have migrated

Phase 2: Nov.6 - early spring 2020• Continue reviewing data• Continue reporting problems

to CARLI at support@carli.illinois.edu

• Begin making configuration changes

• Begin training on Alma functionality with your test data

Track any changes needed

DATA REVIEW: TIMELINE

RESOURCES FOR DATA REVIEW: MAIN PAGE

Alma Data Migration Review Procedureshttps://www.carli.illinois.edu/products-services/i-share/alma/prepare-datareview

RESOURCES FOR DATA REVIEW: FILES AND DOCUMENTATION

Helpful files and documentation

1. Final Migration Form in Box2. Final Configuration Form in Box3. Voyager to Alma Migration Guide4. Your Data Migration Review worksheets with

your examples5. Ex Libris Testing Scripts6. Test Load reports and statistics in Box7. Alma Searches “click paths” web document

RESOURCES FOR DATA REVIEW: NEW PAGES

Alma Test Load - Reports and Statistics• Files can be found

in Box

https://www.carli.illinois.edu/products-services/i-share/alma/exltestload_reports

RESOURCES FOR DATA REVIEW: NEW PAGES

Alma Data Migration Review – Alma Searches• Tips for searching• Click-paths in Alma

https://www.carli.illinois.edu/i-share/alma/prepare-datareviewsearch

DATA REVIEW: REPORTING PROBLEMS

Reporting Problems, part 1• The Alma/Primo VE Contact will collect problem reports from your library,

and then communicate those problems to CARLI.• Report these details to CARLI support. This will establish a CARLI

Support ticket that allows all CARLI staff to monitor issues and identify if identical issues are present in other databases.

• When reporting a problem to CARLI, please be as descriptive as possible. The Alma Data Migration Review Procedures website includes suggested data points to include.

• Problems that look similar should not be assumed to have the same source issue, and should be reported separately.

• Problems that have already been reported once by your library do not need to be reported again separately, however, library staff may follow-up to the original CARLI Support ticket with additional examples.

• CARLI will review reported problems and attempt to replicate what library staff found in Alma.

DATA REVIEW: REPORTING PROBLEMS

Reporting Problems, part 2• After reviewing the problem, CARLI staff will report the problem to Ex

Libris via their tracking system, SalesForce, with one case filed per problem reported.

• The Alma/Primo VE Contact will be copied on each case and may review and respond to follow-up requests from CARLI or Ex Libris by email.

• Both CARLI staff and Ex Libris staff will likely be responding to several reports at the same time. You may not receive an immediate response about your report.

NETWORK ZONE

Network Zone (NZ) RefresherNZ is a common repository for all members• Network tab in your Alma Institution Zone (IZ) reveals bibs plus

physical holdings and electronic inventory for each institutionNZ enables a shared catalog• Maintain a single catalog of records for all members• Single bib record synchronized with each institution• Local, copy-specific data (e.g., 59X, 69X, 9XX and MARC

Holdings) is maintained in the Institution Zone (IZ)NZ was created from the contents of the Voyager Universal

Catalog (i.e., UCdb)• Initially linked IZ records to NZ records on OCLC number only• After “go live” records will be linked on additional identifiers

Much more to come on the NZ in future!

Date/Time Topic AudienceThurs, 14 Nov

10 - 11:30am CST

Using Alma for Data Review: Inventory Model, Searching and Alma Analytics

Anyone who will be working in Alma

Tues, 19 Nov

10 - 11:30am CST

Purchasing and Managing Physical Resources

Anyone in Technical Services

Thurs, 21 Nov

10 - 11:30am CST

Purchasing and Managing Electronic Resources

Electronic Resources operators, anyone working in Technical Services

Tues, 3 Dec

10 - 11:30am CST

Course Reserves Circulation Desk managers and operators, Course Reserves managers and operators

Thurs, 5 Dec

10 - 11:30am CST

Creating Sets and Running Jobs Anyone who will be working in Alma

Tues, 10 Dec

10 - 11:30am CST

Automated Fulfillment Network Configuration

General System Administrators, Fulfillment Administrators

Thurs, 12 Dec

10 - 11:30am CST

Day-to-Day Patron Services within an Automated Fulfillment Network

Circulation Desk managers and operators

UPCOMING TRAINING – LIVE WEBINARS

Please feel free to post your questions in chat or unmute yourself to ask them now!We’ll start by reviewing the questions already in chat.

OPEN QUESTIONS & ANSWERS

Thank you!

Join us next Thursday at 2pm for another Office Hour

You can always contact CARLI at support@carli.Illinois.edu

I-SHARE ALMA PRIMO VE OFFICE HOURS